Appointment Scheduled Create Appointment
Fires when a client books a new appointment. Does not trigger on reschedules.
Acuity Scheduling Appointment Scheduled to Genie Solutions Search Patient By Name
How this workflow works
Step 1
Appointment Scheduled•Acuity Scheduling
Fires when a client books a new appointment. Does not trigger on reschedules.
Step 2
Search Patient By Name•Genie Solutions
Searches for a patient in Genie Solutions using their first name, last name, and date of birth. Note: If the search returns more than one matching patient, or no patient is found, the API will return an error.
Appointment Scheduled
Acuity Scheduling
Search Patient By Name
Genie Solutions
Connect Acuity Scheduling + Genie Solutions to Automate these Workflows
Appointment Scheduled Get Appointment By ID
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Get Appointment Types
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled List Appointments
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Cancel Appointment
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create Patient
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update Patient
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Search Patient By Name
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Get Patient By ID
Fires when a client books a new appointment. Does not trigger on reschedules.
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